SFG
HRB icon

Steward Financial Group’s H&R Block HRB Stock Holding History

Steward Financial Group’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Buy
+120
New +$4.43K ﹤0.01% 612
2023
Q2 		– Sell
-123
Closed -$4K – 710
2023
Q1 		$4K Buy
123
+64
+108% +$2.37K ﹤0.01% 354
2022
Q4 		$2K Buy
+59
New +$2.4K ﹤0.01% 332
2022
Q3 		– Sell
-59
Closed -$2K – 640
2022
Q2 		$2K Buy
+59
New +$1.82K ﹤0.01% 566

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Steward Financial Group's HRB Position: Q3 2023 in Review

Steward Financial Group opened a new position in H&R Block (HRB) in Q3 2023: 120 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HRB as recently as Q1 2023.

Steward Financial Group first reported a position in HRB in Q2 2022 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

  • Steward Financial Group held 120 shares of H&R Block worth $5K as of Q3 2023.
  • H&R Block was a new Steward Financial Group position in Q3 2023.
  • H&R Block made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #612 holding.
  • Steward Financial Group first reported a position in H&R Block in Q2 2022 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.